Adopt Guides
Practical playbooks for putting agents to work
Transfer Pricing Documentation: A Practitioner's Guide to Scoping and Defending It
A practitioner's guide to transfer pricing: what Section 482 requires, how to select a method under the best method rule, the documents that earn penalty protection, and where the hours go.
The Modern CPA Firm Tech Stack, and Where Agents Fit
What each layer of a CPA firm tech stack actually does, what it leaves manual, how the stack changes by firm size, and an honest build-versus-buy framework for agents.
Form 5471: Who Must File, Every Schedule, and the Errors That Trigger Penalties
A preparer's guide to Form 5471: the five filing categories, what every schedule captures, the errors that trigger Section 6038 penalties, and what OBBBA changes for 2026.
Accounting Automation That Survives Contact With a Real Firm
A practitioner's guide to accounting automation: what each generation of tooling actually reaches, why projects fail inside real firms, how to pick the first workflow, and what to measure.